Assetrend

PhD | Quant @ Macro | US Equities | AI | Crypto

关注科技与市场与投资心理, 分享投资与交易的深度观点与逻辑 .

非投资建议 - NFA & DYOR!

[Assetrend @assetrend]

https://t.co/xuKOwMA0GJ

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@xiaomustock 这几天可以average in 了

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@Prince_of_web3 Hello

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@TheTriceRozay

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@youngstockuser 这几天跌太凶了，有强营收的可能会稳一点

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@EthanZhaiD 流量来了！来来来，#蓝V互关

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@UserRIVAL116 蛤？为啥？

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@CXLH22 祝早日解套，来来来，#蓝V互关

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@langbenai 厚积薄发，来来来，#蓝V互关

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@Andrew644964 来来来，#蓝V互关

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@RUIXINBTC 恭喜恭喜, 来来来，#蓝V互关

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@Investingcom not too bad #CPI

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@KKTALKK 来来来，#蓝V互关

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@hyclove1 来来来，#蓝V互关

[Assetrend @assetrend]

Very hawkish implication.

[Nick Timiraos @NickTimiraos]

The core CPI rose 0.21% in May, very close to where forecasts had it, and this pushed the 12-month measure up to 2.9%.

This is the first time since Dec. 2022 where the 12-month core CPI reading was higher than the year-earlier reading.

[Assetrend @assetrend]

妥了妥了 - CPI 落地：headline 4.2% YoY / 0.5% MoM，不低，但答案在 core。
这次 core 仅 0.2% MoM、2.9% YoY，能源 +3.9%，汽油 +7.0%，更像能源驱动的 headline 冲击，而不是核心通胀重新抬头。
所以今天分水岭很清楚：
headline 热、core 稳，科技股有修复窗口；但不是无脑抄底。真正要看 10Y 美债、半导体和 NVDA 能否同步确认。

通胀只是表象，core 才是答案。
仅为个人观察，不构成投资建议。
#美股 #CPI #纳指 #大科技 #NVDA

[Assetrend @assetrend]

https://t.co/xuKOwMA0GJ

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@TJ_Research 妥了妥了

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@e5ogv @grok 赚赚赚～～～😘